Financial advisors and lenders · North Carolina

Financial advisors and lenders in Wilmington, NC

322 financial advisors in Wilmington with phone numbers, 100 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Wilmington list freeSee a sample
322
businesses
100%
have a phone number
31%
have an email address (100)
—
average Google rating
Sample

A sample of financial advisors and lenders in Wilmington

Twelve of the 322 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Port City Finance CompanyLoans Agency—Yes(910) •••-••••Available
LeAnne Kelschenbach, Mortgage Loan OriginatorFinancial Service; Legal Service—Yes(910) •••-••••Available
Seagate Wealth ManagementFinancial Service; Legal Service—Yes(910) •••-••••Available
Bar FinancialFinancial Planner—Yes(910) •••-••••Available
Hunter Margaret B CPA PAFinancial Service; Legal Service—Yes(910) •••-••••Available
Sheally Insurance Group - Nationwide InsuranceInsurance Agency; Financial Service; Legal Service—Yes(910) •••-••••Available
Port City ParanormalFinancial Service; Legal Service—Yes(910) •••-••••Available
Lindsay Barbour | Aspyre Realty GroupReal Estate Agency; Financial Service; Legal Service—Yes(336) •••-••••Available
Taylor FinancialFinancial Planner—Yes(910) •••-••••Available
Movement Mortgage, 39179 - Lori Kopka, 171710Financial Service; Legal Service—Yes(910) •••-••••Available
Protective AgencyFinancial Service; Legal Service—Yes(910) •••-••••Available
First Command Financial ServiceFinancial Planner—Yes(910) •••-••••Available

Showing 12 of 322. Data refreshed October 2026.

The market

What Wilmington's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 322 have no rating yet — prime prospects for review and reputation services.
65 (20%) have no website listed — a ready-made list for web design and SEO offers.
34% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service163
  • Financial Planner48
  • Loans Agency41
  • Financial Service; Legal Service; Business Service15
  • Insurance Agency; Financial Service; Legal Service13
  • Financial Service7

Area codes

  • (910)289
  • (704)5
  • (800)5
  • (919)4
  • (866)3
  • (888)3
Playbook

How to sell to financial advisors in Wilmington

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Wilmington financial advisors leads

How many financial advisors and lenders in Wilmington, NC are in the database?
322 financial advisors and lenders in Wilmington, NC, as of October 2026. 322 of them have a phone number and 100 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Wilmington list of 322 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Charlotte, NCRaleigh, NCGreensboro, NCDurham, NCCary, NCWinston-Salem, NCAsheville, NCFayetteville, NCAll financial advisors and lenders →

Other businesses in Wilmington

RestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesVets and pet businessesMarketing agenciesConsultantsEverything in Wilmington →

Start calling Wilmington financial advisors today

25 free credits, no card. Search "financial advisors in Wilmington" and unlock your first 25 contacts.

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